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Financial Advisor in Avon, Ohio

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Avon

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Avon, Ohio
Financial Advisor Office Location Phone Number
Ryan Sullivan
Edelman Financial Engines, LLC
36040 Detroit Road,
Avon, OH  44011
(440) 934-6565
John Hubbard
Edelman Financial Engines, LLC
3900 Medina Rd.,
Akron, OH  44333
(330) 576-6150
Matt Burnham
Auxin Group Wealth Management
2923 Smith Rd, Suite 202,
Akron, OH  44333
(330) 237-1032
Ryan Sullivan
Edelman Financial Engines, LLC
6327 Wilson Mills Road,
Highland Heights, OH  44143
(440) 919-2000

Information on Qualified Financial Advisors in Avon

Qualifications CRD# 4527972
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 36040 Detroit Road,
Suite E,
Avon,
OH 
44011
Phone Number (440) 9346565

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2002. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Flagler College. Married to Chrissy. They have two children: Ryan and Kimmy. Ryan enjoys traveling, fishing, hiking, and swimming with his family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5556049
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 3900 Medina Rd.,
Suite Q,
Akron,
OH 
44333
Phone Number (330) 5766150

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration and Finance from West Virginia University. Married to Michele. They have two children: Madison and Zachary. John enjoys spending time with family, Crossfit, fishing, coaching wrestling, and watching the WVU Mountaineers.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5586452, 4957197
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 2923 Smith Rd, Suite 202,
Akron,
OH 
44333
Phone Number (330) 2371032

Ben Tegel is a Financial Advisor with a background in security analysis and data management. Ben started his financial advisory practice in 2005 and primarily works with business owners, executives, and beneficiaries of the Utica Shale Development. Prior to joining UBS, Ben worked for Morningstar, Inc., a leading provider of independent financial research and analysis. He played football for the University of Chicago and graduated with a degree in Economics. Ben is a member of West Akron Kiwanis, Torchbearers, Akron Children's Hospital Emerging Leaders, Akron Reads, and Destination College. He lives in Bath, OH with his wife Tessa, sons Grayson and Wes, and enjoys playing basketball, football, and chess. Matt Burnham is a Financial Advisor with an extensive background in Liability Management, Real Estate Finance, and a specialty in Oil & Gas related financial issues. Matt's clientele in landowners, farmers, business owners, and executives. Prior to joining UBS, Matt attended both the University of Akron and Kent State University where he studied Biology and History. Matt is a member of the National Association of Royalty Owners, and is working toward completing his Certification in Mineral Management. In addition to this, he is an active member of the Little Traverse Conservancy, a supporter of the University of Akron Athletics Programs, and coaches youth soccer. He resides in West Akron with his wife Noelle and their two Great Danes, Clover and Berkeley.

About Auxin Group Wealth Management

Focused Expertise with Broad Resources: Wealth Management requires a holistic approach. Auxin Group Wealth Management provides Financial and Retirement Planning, Investment Management, Investment Analysis, Portfolio Construction, Insurance Planning, Liability Management, and has an expertise in financial matters related to Oil & Gas Mineral Interests. In addition, we maintain strategic relationships with specialists in every aspect of the financial field to connect clients with the appropriate solution for whatever their need may be. Informed, Unbiased Advice Tailored Specifically for Each Client: Grounded with a deep-rooted understanding of economics, along with experience at one of the largest investment research firms in the world, Auxin Group Wealth Management is committed to providing clients investment advice based on both Technical and Fundamental Analysis, as well as information drawn from independent third party research to ensure that decisions are made with the clients' best interests placed ahead of advisor compensation. Discreet, One-to-One Client Service: Clients' needs are complex. As a result, Auxin Group Wealth Management has a service model in place that ensures a consistent level of attention for both new and existing clients. Our clientele include individuals, businesses, executives, farmers and landowners in Ohio and 9 other states.



Qualifications CRD# 4527972
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 6327 Wilson Mills Road,
Highland Heights,
OH 
44143
Phone Number (440) 9192000

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2002. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Flagler College. Married to Chrissy. They have two children: Ryan and Kimmy. Ryan enjoys traveling, fishing, hiking, and swimming with his family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



List of Additional Financial Advisors in or around Avon, Ohio
Kelley Financial Planning Cleveland, OH
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